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RPT Software – CRM Template 2007 (free version)

The RPT Software – CRM Template 2007 (free version) is a quick database we put together in Microsoft Access 2007 and converted to a template file (.accdt). It is a very simple version of our CRM template that we sell. Our intention was to place this template on Microsoft’s site, however at this point in time we haven’t been able to upload it to Microsoft.

The Microsoft Access template allows for recording of:

  • Account/Client Information
  • Contact Information
  • Opportunities (potential sales opportunities)
  • Activities

RPT Software – CRM Template 2007 (free version) Screenshots

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